CAGEX – Calamos Global Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets in equity securities, including convertible securities convertible into equity securities. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CIGEX	Calamos Global Equity Fund Institutional Class	Institutional	Open			Mar 1, 2007	$184.12M	1.150%	High	$1M	$35.00M
CAGEX	Calamos Global Equity Fund Class A	Front Load	Open			Mar 1, 2007	$33.90M	1.400%	High	$2,500	−$1.60M
CCGEX	Calamos Global Equity Fund Class C	Level Load	Open			Mar 1, 2007	$1.32M	2.150%	High	$2,500	−$134,356.52
CGEOX	Calamos Global Equity Fund Class R6	Retirement, Large	Open			Jun 23, 2020	$200,490.00	1.100%	High	$0	−$105,841.08

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